Looking to diversify beyond SWYLX? The mutual funds below have the lowest correlation with SWYLX — they tend to move on their own, which can help reduce risk when the rest of your portfolio drops. The stock ideas table highlights individual companies that behave independently from SWYLX.
Best Diversifiers for SWYLX
0 mutual funds have low correlation with SWYLX (below 0.3), 0 of which are negatively correlated. The least correlated is Vanguard Short-Term Investment-Grade Fund Institutional Shares (VFSIX) (Total Bond Market) with a 1Y correlation of 0.53, roughly unchanged from 0.43 over 5 years.
| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| Vanguard Short-Term Investment-Grade Fund Institut... | 0.53 | 0.46 | 0.43 | 57 | Total Bond Market | SWYLX vs VFSIX | |
| American Funds American High-Income Trust® Class R... | 0.68 | 0.64 | 0.62 | 78 | High Yield Bonds | SWYLX vs RITGX | |
| Vanguard Emerging Markets Stock Index Fund Institu... | 0.69 | 0.61 | 0.60 | 59 | Emerging Markets Equities | SWYLX vs VEMIX | |
| Vanguard Equity Income Fund Admiral Shares | 0.70 | 0.70 | 0.73 | 59 | Large Cap Value Equities | SWYLX vs VEIRX | |
| Schwab Fundamental US Large Company Index Fund | 0.79 | 0.80 | 0.81 | 92 | Large Cap Value Equities | SWYLX vs SFLNX |
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